Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 1712 E RIVERSIDE DR STE 307 · AUSTIN, TX 78741 | Other Fees | $41,970 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,283 |
HOGANTAYLOR LLP6 years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $17,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,719 | $91,407+482.8% | $135,903+292.0% | $71,457+645.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 13.27% | 29.90%-16.6pp | 68.23%-55.0pp | 28.85%-15.6pp |
| Employer contribution / active EE | $12,986 | $3,703+250.6% | $4,856+167.4% | $2,588+401.8% |
| Participant deferral / active EE | $9,867 | $7,092+39.1% | $7,758+27.2% | $4,289+130.1% |
| Admin fee / account holder | $267 | $1,266-78.9% | $10,762-97.5% | $1,587-83.1% |